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20130128
20130128
Search Results 0 to 0 of about 1
. back on january 18th, john in virginia talked about mmr. it seemed interesting, it's a real estate investment trust that owns industrial properties. high-quality tenants including anheuser-bus anheuser-busch, fedex, kellogg's, sherwin williams. it's a fairly good list of stable clients. here's something we didn't like. over 40% of monmouth's square footage goes to fedex and subsidiaries. but you know what? that's a major league high concentration for one customer. monmouth has a juicy 4.5% yield. i don't want to own any investment trust so dependent on a single client. if you want a similar yield, go for hta, sports 5.5% yield and much more defensive business model. next up, last wednesday, larry from oregon raised a lot of interesting points regarding federal mogul, fdml for your home gamers. i said i just remembered it being a troubled auto part company. federal mogul corporation is a maker of power train and safety technologies, brake friction, chassis, wipers, and other vehicle components. supplies everybody from automakers to rail vehicles as well as the aerospace market. righ
Search Results 0 to 0 of about 1